Monday.Com Hubspot Integration 2022

This article is focused on answering Monday.Com Hubspot Integration …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are usage cases for banner and landing page demands consider it more like imaginative requests from designers material so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i want to reveal you a sneak a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you guys that as well and last but not least i’m going to show you control panels um so let’s start in a minute i just wish to bring up the um thing that i wished to show you guys so i have it open and then we’re going to start incredible all right let’s start and landing page demand i’m assuming

 

you guys i’m just gon na reveal um talk about the essentials actually quickly but i make sure you men understand that this is a board every one of these are called each row and a group is called a product today we’re going to discuss integrations automations views and a lot more fun stuff so the method i divided my board here is in between months however you can do this in between customers or jobs and it really simply depends on your workflow and the way we did it here to you can do it any way you want however a cool method to get a brief before working on an innovative request is utilizing the form so a type essentially takes all your columns and makes it a link that other people can fill out which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to produce and i’ll alright let me reveal you how to produce a type however basically this kind comes in here and after that the team lead of the innovative design group or any other group can assign a certain designer to deal with it so let me reveal you guys how to include a form and produce if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you guys inspect the view area due to the fact that it’s simply another way to show um all your items just see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the form view and like i stated it takes specific columns not the person column of course however other columns that you can conceal or make um viewable for the individual that is going to be provided the kind they can submit this file if you want to require it you can always do a checkbox and after that they can’t submit the type without filling this info in so you can actually just create any column with anything that you men need when an innovative demand comes in make it a type share the type sneak peek the show you guys how a form looks like um the name of the demand you desire you wish to add a specific short with a certain i understand each business has a specific structure that

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they use um when do you need it by the priority and so on etc um you can take this link after put one second let me click on the type i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make look i’ll simply reveal you guys let’s fill it in and you can see um webinar request test i can add a particular file for example today everything remains in the planning concepts phase and i require the innovative department to assist me it’s right now where i’m working on it i require it by might 23rd and it remains in highest concern i wish to send it and let me show you men how it comes in on the board webinar demand test so it’s constantly going to come into the first group which is very important to understand and then it can be called requests or concepts coming in and then i can just go on take it and move it to a specific group that i think it’s relevant for in this case it needs to be done by may so i’m going to keep it in this group i can move it to another board or another group depending upon how you describe your workflow simply to ensure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes remarkable remarkable incredible i’m glad you people are listening and comprehend everything excellent um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll go over them also now i’ll simply provide like a quick overview this is the person column as you men know we have our 7 core columns here and then we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and also as a view we’ll get to that um quickly um dale you just ask presuming one form can occupy numerous columns on one board yes dell you are right every column that you develop can be practically every column you produce can be in a kind view and people can fill it out and it comes in as an item on the board great so this is our column center what we use here is a top priority one we called it concern but it’s essentially a rating column um we have actually a. Monday.Com Hubspot Integration

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file column and we have a tags column what i love about the tag column is if i click this today it’s going to do a cross board search about every board i have on my um account and it’s going to search facebook it’s going to do a cross board search let me show you people how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a specific task i’m dealing with i can simply connect them with tags and then i can cross board search it to what it matters for so i discover that very cool and i love i enjoy the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m uncertain if you guys know what this is but this is a status column and this is a date column and the way i linked them together and did due date mode is let me undo this so i could reveal you people get rid of due date mode essentially what i want to do i wish to set as deadline i wish to take the status column however i might take any status column i have for example the. Monday.Com Hubspot Integration